FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.52B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$41M
3
+$32.6M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27.4M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$23M

Top Sells

1
+$3.52M
2
+$2.01M
3
+$1.46M
4
SPLK
Splunk Inc
SPLK
+$1.31M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.16M

Sector Composition

1 Healthcare 3.54%
2 Financials 3.21%
3 Technology 2.99%
4 Energy 1.09%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$878K 0.02%
79,928
177
$877K 0.02%
15,695
+13,500
178
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22,595
+17
179
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4,982
180
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2,372
+10
181
$838K 0.02%
4,535
182
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4,258
+13
183
$818K 0.02%
15,766
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184
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1,253
-6
185
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4,003
+18
186
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10,552
187
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16,579
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188
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5,624
-1
189
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3,043
+1
190
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2,935
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191
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192
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6,650
193
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194
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5,465
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195
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27,479
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196
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5,398
197
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9,935
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198
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11,025
+33
199
$746K 0.02%
4,788
-2
200
$746K 0.02%
24,253
+208
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